Patten & Patten’s Exelon EXC Stock Holding History

Patten & Patten’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Hold	5,024	–	–	0.01%	310
2025 Q4	$219K	Hold	5,024	–	–	0.01%	331
2025 Q3	$226K	Hold	5,024	–	–	0.01%	324
2025 Q2	$218K	Hold	5,024	–	–	0.01%	304
2025 Q1	$232K	Buy	+5,024	New	+$210K	0.02%	296
2024 Q4	–	Sell	-5,524	Closed	-$224K	–	320
2024 Q3	$224K	Buy	+5,524	New	+$208K	0.01%	292
2024 Q2	–	Sell	-5,544	Closed	-$208K	–	307
2024 Q1	$208K	Buy	+5,544	New	+$198K	0.01%	294
2023 Q3	–	Sell	-5,036	Closed	-$205K	–	280
2023 Q2	$205K	Buy	5,036 +40	+0.8%	+$1.65K	0.02%	265
2023 Q1	$209K	Hold	4,996	–	–	0.02%	258
2022 Q4	$216K	Buy	+4,996	New	+$197K	0.02%	251
2022 Q3	–	Sell	-4,996	Closed	-$226K	–	268
2022 Q2	$226K	Hold	4,996	–	–	0.02%	254
2022 Q1	$238K	Sell	4,996 -2,008	-29%	-$85.1K	0.02%	268
2021 Q4	$289K	Hold	7,004	–	–	0.02%	246
2021 Q3	$242K	Buy	7,004 +28	+0.4%	+$957	0.02%	260
2021 Q2	$220K	Hold	6,976	–	–	0.02%	265
2021 Q1	$218K	Hold	6,976	–	–	0.02%	260
2020 Q4	$210K	Buy	+6,976	New	+$206K	0.02%	253

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Patten & Patten's EXC Position: Q1 2026 in Review

Patten & Patten held its Exelon (EXC) position steady in Q1 2026 at 5,024 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #310.

Patten & Patten first reported a position in EXC in Q4 2020 and has held it in 17 quarters since. The position peaked at $289K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Patten & Patten held 5,024 shares of Exelon worth $246K as of Q1 2026.
Patten & Patten left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.01% of Patten & Patten's portfolio in Q1 2026, its #310 holding.
Patten & Patten first reported a position in Exelon in Q4 2020 and has held it in 17 quarters since.
Patten & Patten's Exelon position peaked at $289K in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.